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USA Financial Formulas’s Evertec EVTC Stock Holding History

USA Financial Formulas’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-715
Closed -$25.8K – 284
2025
Q2 		$25.8K Buy
+715
New +$25.3K ﹤0.01% 224
2019
Q4 		– Sell
-1,606
Closed -$50K – 257
2019
Q3 		$50K Sell
1,606
-5,090
-76% -$171K 0.02% 181
2019
Q2 		$186K Buy
6,696
+501
+8% +$14.7K 0.09% 100
2019
Q1 		$172K Buy
+6,195
New +$175K 0.11% 97
2018
Q4 		– Sell
-18,001
Closed -$393K – 346
2018
Q3 		$393K Buy
+18,001
New +$427K 0.1% 156

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

USA Financial Formulas's EVTC Position: Q3 2025 in Review

USA Financial Formulas sold out of Evertec (EVTC) in Q3 2025, closing a stake of 715 shares — an estimated $25.8K sold.

USA Financial Formulas first reported a position in EVTC in Q3 2018 and held it in 5 quarters. The position peaked at $393K in Q3 2018. 270 funds tracked by Wall St. Rank hold EVTC as of Q3 2025.

  • USA Financial Formulas reported no remaining Evertec position as of Q3 2025 after selling out during the quarter.
  • USA Financial Formulas sold 715 Evertec shares in Q3 2025, an estimated $25.8K.
  • USA Financial Formulas first reported a position in Evertec in Q3 2018 and held it in 5 quarters.
  • USA Financial Formulas's Evertec position peaked at $393K in Q3 2018.
  • 270 funds tracked by Wall St. Rank held Evertec as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.